Joan
Rothenberg
The Ameriflex Group
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About this Advisor
Joan Rothenberg is a financial advisor based in Santa Barbara, California, working with The Ameriflex Group. Joan has previously held positions at Royal Alliance Associates, Inc, Jpr Financial Services, Sagepoint Financial, Inc, The Ameriflex Group, Inc, Joan Rothenberg, and Osaic Wealth, Inc. Joan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Joan is part of The Ameriflex Group, which operates out of Santa Barbara, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joan Rothenberg Work History
Osaic Wealth, Inc
The Ameriflex Group, Inc
Jpr Financial Services
Joan Rothenberg
Sagepoint Financial, Inc
Royal Alliance Associates, Inc
Disclosures
Please visit the SEC profile of Joan Rothenberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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